Meadowbrook Wealth Management, LLC Portfolio Holdings

Meadowbrook Wealth Management, LLC

  • $87.6 Billion
  • Q4 2025

Meadowbrook Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $87.6 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.38B, Shopify Inc. with a value of $9.31B, App Lovin Corp with a value of $6B, Abb Vie Inc. with a value of $4.94B, and Nvidia Corp with a value of $4.27B.

Examining the 13F form we can see an decrease of $8.57B in the current position value, from $96.2B to 87.6B.

Meadowbrook Wealth Management, LLC is based out at Garden City, NY

Below you can find more details about Meadowbrook Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.6 Billion
Technology: $30.8 Billion
Consumer Cyclical: $12.9 Billion
Healthcare: $11.9 Billion
Financial Services: $8.61 Billion
Industrials: $4.95 Billion
Communication Services: $3.4 Billion
ETFs: $3.2 Billion
Real Estate: $1.38 Billion
Other: $2.58 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$639 Million 0.73% of portfolio
937
Q4 2025 Added 9.59%
$0
$417 Million 0.48% of portfolio
9,330
Q4 2025 Added 86.79%
$0
$391 Million 0.45% of portfolio
22,100
Q4 2025 Added 31.16%
$0
$378 Million 0.43% of portfolio
8,033
Q4 2025 Added 11.83%
$0
$355 Million 0.41% of portfolio
6,114
Q3 2025 New
$0
$351 Million 0.4% of portfolio
2,939
Q4 2025 Reduced 3.83%
$0
$250 Million 0.28% of portfolio
398
Q3 2025 New
$0
$222 Million 0.25% of portfolio
10,100
Q3 2025 New
$0
$200 Million 0.23% of portfolio
3,460
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $87.6 Billion
  • Prior Value $96.2 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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